Craig Jewett is a CFP® with 24 years of experience in the financial industry. He is currently with TLG Advisors, Inc., where he has worked since 2019, and has prior experience at Sebus Financial Group, LLC and First Western Advisors. Jewett is also president and owner of Sebus Financial Group, an insurance business. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers a range of services including portfolio management, comprehensive financial planning, and ERISA fiduciary services, alongside a direct-to-consumer program called Starlight Portfolios.

Melody Wheelwright is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. She holds a Series 65 credential and previously worked for L3Harris Technologies, Inc for 21 years. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment approach that combines passive and active managers under the oversight of an internal Investment Committee.

Faye Wilson Holmes is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and approximately seven years of experience in the financial services industry. Prior to joining Empower Advisory Group, she held roles at Edward Jones and E*TRADE, as well as working in the HR technology sector at BambooHR. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, serving a large participant base with a higher client-to-advisor ratio compared to many peers.

Scott Teuscher is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at JPMorgan Chase Bank and J.P. Morgan Securities. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider model combining discretionary and non-discretionary management, supported by affiliated entities within KeyCorp.

Darren Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. His career includes roles at WealthWave, Managed Wealth Financial, and DebtMerica. Outside of financial services, he is involved in several non-investment businesses including managing and designing systems for Comfort Construction and Comfort Solutions, as well as operating a photography business through Total Powerhouse LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Mark Curtis is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates through both standalone planning and managed account solutions.

Antonio Montes De Oca is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at RH Advisors, Charles Schwab, and Utah State University. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Joseph Heines is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. His background includes roles at Morgan Stanley, Fidelity Investments, and Uber, where he has worked since 2025. Prior to entering finance, he was employed at Brigham Young University-Idaho and the United States Department of Agriculture. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Victor Caron is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Charles Schwab Bank, Caron Wealth Management, and several other financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and offers advisory services supported by affiliates with expertise in derivatives and commodities.

Eric Johnson is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliated entities since 2014. Outside of his advisory work, he serves as 1st Counselor at his local Church of Jesus Christ of Latter-day Saints, assisting in managing congregational affairs. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and a multi-manager platform.

Stanford Smith is a financial advisor at UBS Financial Services with 38 years of industry experience. He has worked at UBS since 1994 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he serves as a high school football referee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Meghan Yocom is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she collaborates closely with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to meet both short-term and long-term financial goals. Prior to her current position, Meghan gained extensive experience within Fidelity Investments, serving as a Portfolio Advisory Services Relationship Manager from 2016 to 2018, a Portfolio Advisory Services Client Service Associate from 2014 to 2016, and a Client Service Representative from 2011 to 2014. This progression reflects her comprehensive understanding of wealth management and client service within the financial industry.

Troy Evans is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for their long-term financial well-being. Prior to his current position, Troy served as a Regional Planning Consultant from 2022 to 2025 and as an Investment Solutions Consultant from 2012 to 2022, all within Fidelity Investments. He holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and investment solutions. Outside of his professional responsibilities, Troy enjoys attending concerts, participating in family activities, engaging in social events with friends, hiking, and traveling.

Stephanie Johnston is a financial advisor at Edward Jones with a Series 66 designation and over 13 years of experience at the firm. Prior to her financial advisory career, she spent 25 years at Shepherd Orthodontics. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

David Ursem is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity divisions since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Michael Dyer is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, Galileo Technology, and Bank of America N.A. Outside of his advisory role, he officiates adult and youth athletic contests as a sports umpire in Clinton, Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

Brighton John is a CFP® professional with seven years of industry experience, currently affiliated with OSAIC. His previous roles include positions at Fidelity Investments and Voyant Wealth. Brighton’s career also includes experience outside of finance with companies such as GoHealth Inc and eBay Inc. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm utilizes a model-based investment process focused on asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Jordan Wamsley is a Financial Advisor with Merrill Lynch Wealth Management, bringing a personalized approach to wealth management tailored to each client’s unique financial goals. He emphasizes collaboration with clients to develop flexible strategies that address changing market conditions and leverages resources from Merrill and Bank of America to support investment insight and banking needs. With experience spanning emergency room work, tech startups, and service as a combat engineer in the US Army Reserves, Jordan integrates diverse perspectives into his practice. He works alongside a team with over 35 years of collective expertise to provide client-focused wealth management solutions, including college education planning, legacy planning, portfolio management, retirement income, and tax minimization. Jordan is a Utah native and holds a High School Diploma from Morgan High School, having also attended Utah State University. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jordan is active in his community and enjoys an active lifestyle that includes golfing, hiking, hunting, pickleball, rock climbing, skiing, yoga, traveling, and spending time with his family.

Neil Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2005 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

James Wiederholt is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Ameriprise Financial Services. His prior work includes multiple roles within Ameriprise since 2003 and a year at Guardian Life. He is a co-owner of Honey Badger Management, an advisory business, and plans to author a book titled "The Better Entrepreneur." Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies.